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Read more about the article Important Tax Season Dates for 2026
2026 Tax Year End

Important Tax Season Dates for 2026

  • Post published:30th January 2026
  • Post category:Invest/Tax

During the tax season, there are different cut off dates for different taxpayers. It is important to know when these dates are, so that you can submit your returns on time and also so that you can plan your investments to maximise your money too.

Continue ReadingImportant Tax Season Dates for 2026
Read more about the article Januworry – The Forever Month
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Januworry – The Forever Month

  • Post published:15th January 2026
  • Post category:Budgeting/Cash Flow/Financial Management

Every year many of us experience the Forever Month. In December majority of us are paid early and most of our income is spent splurging on presents, Christmas meals and holiday fun.

Continue ReadingJanuworry – The Forever Month
Read more about the article Money Management ‘Boxes’

Money Management ‘Boxes’

  • Post published:13th February 2025
  • Post category:Behavioural Finance/Cash Flow/Financial Literacy/Financial Management/Financial Planning/Invest

To manage our money better we need to divide it up into manageable boxes. We start by putting our expenses into groups according to their characteristics.

Continue ReadingMoney Management ‘Boxes’
Read more about the article Why is Medical Aid Important?

Why is Medical Aid Important?

  • Post published:14th October 2024
  • Post category:Health/Medical Aid

Medical aid is a health insurance product that covers the costs related to healthcare. The product provides protection against the hefty bills that occur after medical procedures as well as your day-to-day medical expenses.

Continue ReadingWhy is Medical Aid Important?
Read more about the article Important Tax Season Dates

Important Tax Season Dates

  • Post published:19th June 2024
  • Post category:Invest/Tax

During the tax season, there are different cut off dates for different taxpayers. It is important to know when these dates are, so that you can submit your returns on time and also so that you can plan your investments to maximise your money too.

Continue ReadingImportant Tax Season Dates
Read more about the article How much Life Cover do I need: A Comprehensive Guide

How much Life Cover do I need: A Comprehensive Guide

  • Post published:2nd April 2024
  • Post category:Life Cover/Risk Planning

Death, like taxes, is unavoidable, but most people prefer not to think about it. If you have loved ones who rely on your income, you need to ensure that they are financially taken care of, even after you pass. This brings forth the question, "How much life cover do I need?".

Continue ReadingHow much Life Cover do I need: A Comprehensive Guide
Read more about the article 5 Tax-Savvy Things to Consider

5 Tax-Savvy Things to Consider

  • Post published:16th February 2023
  • Post category:Tax

5 Tax-Savvy Things to Consider when submitting your tax returns.

Continue Reading5 Tax-Savvy Things to Consider
Read more about the article Getting My Life in Order

Getting My Life in Order

  • Post published:24th June 2022
  • Post category:Matter/Risk Planning/Wills and Estate

Getting your life in order is a process where you consolidate all the important information that loved ones should be aware of should something happen to you.

Continue ReadingGetting My Life in Order
Read more about the article Do I need a Will?

Do I need a Will?

  • Post published:20th June 2022
  • Post category:Wills and Estate

When considering Life Cover one should also be aware of the ins and outs of Wills.

Continue ReadingDo I need a Will?
Read more about the article Benefits of Life Cover

Benefits of Life Cover

  • Post published:12th June 2022
  • Post category:Life Cover/Risk Planning

A case study looking at Sipho's Life Cover and how expecting a second child has impacted the amount of cover he needs and why he called us.

Continue ReadingBenefits of Life Cover
Read more about the article Best Insurance Comparison

Best Insurance Comparison

  • Post published:10th June 2022
  • Post category:Insure

Can I just stick to my usual provider or does it actually make a difference to shop around for quotes?

Continue ReadingBest Insurance Comparison
Read more about the article Life Stage Planning for 50 and up

Life Stage Planning for 50 and up

  • Post published:1st March 2022
  • Post category:Financial Planning

What should the 50 plus age group be focusing on financially? What should we be doing now to safeguard our future? What happens if things don’t go according to plan?

Continue ReadingLife Stage Planning for 50 and up
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Recent Posts

  • 10 Essential Tips for Mastering Your Short-Term Insurance in 2026
  • Beginner’s Guide to Short-Term Insurance (2026 Edition)
  • Important Tax Season Dates for 2026
  • Januworry – The Forever Month
  • South Africa’s VAT Not Increasing to 15.5%

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